Firm Account and Engagement Finance Specialist Lead

Work you'll do

• Lead and oversee financial management activities across one or more engagement teams, managing the financial analysis and reconciliation processes and implementation of engagement management controls.
• Supervise junior EFA staff, including task management and deliverable quality reviews.
• Lead and oversee budget preparation activities and forecasts.
• Project and track financial metrics such as revenue, expense, etc.
• Perform various financial analyses such as reconciliations and variance analysis.
• Communicate financial updates, insights, and recommendations to internal stakeholders and firm leadership.
• Track expenditures and manage client bill and receivable collection functions.
• Conduct quality reviews and provide feedback on the technical work products of junior resources.
• Develop and implement standards and processes for engagement management, quality management, and risk management.
• Support the growth and career development of junior resources by serving as an informal mentor and a formal coach to their assigned teams, providing them with career and professional development guidance.
• Participate in formal performance assessment activities for assigned staff.
• Contribute to the growth and development of the overall EFA team through active involvement in one or more practice initiatives;
• Prepare and facilitate firm training sessions on a variety of topics and methodologies

Qualifications

• Bachelor's Degree and minimum of 5 years of experience in a financial analysis role.
• Minimum of 5 years of experience with the entire Microsoft Office Suite, including advanced level PowerPoint and advance to expert Excel.
• Experience summarizing results and producing management reports.
• Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve.
• Ability to work in your local office at a minimum of one day per week.

Preferred

• Experience working with a variety of contracting types (e.g., time and materials, fixed price) and billing scenarios.
• Experience in a professional services firm.
• Experience with MS Suite applications.